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Clarus Wealth Advisors’s Crown Castle CCI Stock Holding History

Clarus Wealth Advisors’s Portfolio CCI Stock Details CCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-139
Closed -$18K – 201
2019
Q2 		$18K Buy
139
+1
+0.7% +$129 0.01% 374
2019
Q1 		$18K Buy
138
+1
+0.7% +$117 0.01% 431
2018
Q4 		$15K Buy
137
+46
+51% +$5.05K 0.02% 441
2018
Q3 		$10K Buy
91
+2
+2% +$223 0.01% 535
2018
Q2 		$10K Buy
+89
New +$9.25K 0.01% 523

Other funds holding CCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Clarus Wealth Advisors's CCI Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Crown Castle (CCI) in Q3 2019, closing a stake of 139 shares — an estimated $18K sold.

Clarus Wealth Advisors first reported a position in CCI in Q2 2018 and held it in 5 quarters. The position peaked at $18K in Q2 2019. 977 funds tracked by Wall St. Rank hold CCI as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Crown Castle position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 139 Crown Castle shares in Q3 2019, an estimated $18K.
  • Clarus Wealth Advisors first reported a position in Crown Castle in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Crown Castle position peaked at $18K in Q2 2019.
  • 977 funds tracked by Wall St. Rank held Crown Castle as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.